Roy Ballentine

Roy C. Ballentine is the founder of Ballentine Partners, an independent multi-family office and wealth-management firm. The firm says he currently dedicates his time to thought leadership and coaching team members; his official team profile lists him as Founder, not CEO. Ballentine Partners’ current President and CEO is Drew McMorrow.

Ballentine graduated from Yale University with a B.A. and an M.S. He practiced as a fee-only financial advisor from 1984 through 2023. The firm traces its founding to 1984 and describes its current work as customized investment solutions integrated with wealth planning for clients ranging from entrepreneurs and professionals with $4 million in liquid assets to multigenerational families with more than $1 billion.

Ballentine has also held civic and nonprofit governance roles in New Hampshire. His firm profile says he has served on the Board of Trustees of Brewster Academy, where he is Chairman of the Board and a member of the Investment Committee and Governance Committee. It also lists service with BA International, Brewster Academy Spain, the Wolfeboro Area Children’s Center, Big Brothers Big Sisters of New Hampshire, City Year New Hampshire, the Wolfeboro Area Recreation Association, and the Wright Museum of World War II Investment Committee.

Ballentine Partners has grown into a large RIA and multi-family office. Its homepage reports $15.1 billion in assets under management and $32 billion in assets under advisement as of March 31, 2026. The SEC Investment Adviser Public Disclosure database lists Ballentine Partners as an SEC-registered investment adviser, CRD #152802 / SEC #801-71062.

• Ballentine Partners’ stated investment approach is client-specific rather than product-led: it begins with a “detailed and holistic discovery process” to build portfolios around each client’s criteria for success, risk appetite, and values.
• The firm emphasizes long-term, tax-aware investing. Its investing page says portfolio offerings seek “wealth enhancing returns, with a focus on tax alpha.”
• Private investments are part of the platform, but the firm describes them as client-portfolio allocations rather than a standalone venture fund strategy. It says it accesses managers in private equity, private credit, real estate, and infrastructure.
• Ballentine Partners states that independence is a “bedrock principle” of its investment approach and that it receives no commission income or compensation based on investment selections.
• Impact investing is a long-running focus: the firm says it has offered impact investing solutions since 2007 and can implement a family’s entire investment program in impact offerings. Its impact page frames the focus around environment and empowerment themes, monitored using UN Sustainable Development Goals.
• For investment managers or companies seeking capital, the firm directs investment offerings to [hidden] for review by the investment team.